GLDZX Mutual Fund

GLDZX Mutual Fund

NAV$12.72
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Returns Overview

1 Month
-0.08%
3 Months
+0.51%
6 Months
-1.53%
YTD
+1.14%
1 Year
+2.59%
3 Years (annualized)
+0.39%
5 Years (annualized)
-1.22%
10 Years (annualized)
-0.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLDZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Treasury 1-3 Year Index(BBGUSTR1T3YI)
This Mutual Fund (YTD)
+1.14%
Peer Avg (YTD)
+2.15%
vs Peers
-1.01%

GLDZX Mutual Fund Performance

GLDZX performance across multiple time periods: 1-month -0.08%, YTD 1.14%, 1-year 2.59%, 3-year 0.39%, 5-year -1.22%, 10-year -0.47%.

GLDZX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

GLDZX vs another fund shows side-by-side returns. GLDZX alternatives are available in the Mutual Fund Screener.